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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Pravin Kamdar who wrote (77352)	4/17/2002 3:18:03 AM
From: Pravin Kamdar	Read Replies (3) \| Respond to of 275872

You know what? I'm just sick of it. This company is one disappointment after another. I'll be sending out email to my followers tomorrow to dump this stock. If this new execution path that AMD has embarked upon is any indication of what we have in store for the next year, or so, I'll buy back in at $8. Pravin. I am not short. Just pissed. And, I will repeat, no way in hell AMD makes money in Q2.

To: Pravin Kamdar who wrote (77352)	4/17/2002 5:15:57 AM
From: AK2004	Respond to of 275872

Pravin relax, production shipment started during 1st quarter Sharp already announced the systems in japan amd.com Could be better but I'll take it Regards -Albert

To: Pravin Kamdar who wrote (77352)	4/17/2002 2:21:00 PM
From: Petz	Respond to of 275872

Pravin, I wrote May 15 calls on my entire position and got a buck per share. My cost basis is 10.24 so I really don't want to sell. I don't think this quarter's report will be that bad. I see some evidence that AMD sold a lot of CPU's in the last weeks of the quarter since about a week ago I started seeing many more AMD machines being advertised. They probably sold at whatever price they could get to at least match last quarters total units. So I expect ASP will be lower than I thought. But the street will take comfort in not losing market share. So I think AMD will drift back down to $13. Petz